PortfoliosLab logoPortfoliosLab logo
MGPIX vs. IMIDX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MGPIX vs. IMIDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProFunds Mid Cap Growth Fund (MGPIX) and Congress Mid Cap Growth Fund (IMIDX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

MGPIX vs. IMIDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MGPIX
ProFunds Mid Cap Growth Fund
0.10%5.56%13.77%15.40%-20.47%-6.46%20.28%24.09%-12.06%18.08%
IMIDX
Congress Mid Cap Growth Fund
-2.83%-4.88%18.11%16.29%-26.94%29.42%30.57%42.36%-4.98%15.91%

Returns By Period

In the year-to-date period, MGPIX achieves a 0.10% return, which is significantly higher than IMIDX's -2.83% return. Over the past 10 years, MGPIX has underperformed IMIDX with an annualized return of 5.90%, while IMIDX has yielded a comparatively higher 10.30% annualized return.


MGPIX

1D
-1.41%
1M
-8.70%
YTD
0.10%
6M
0.98%
1Y
15.80%
3Y*
9.89%
5Y*
-0.92%
10Y*
5.90%

IMIDX

1D
-2.11%
1M
-8.66%
YTD
-2.83%
6M
-9.79%
1Y
3.14%
3Y*
5.88%
5Y*
2.23%
10Y*
10.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MGPIX vs. IMIDX - Expense Ratio Comparison

MGPIX has a 1.69% expense ratio, which is higher than IMIDX's 0.79% expense ratio.


Return for Risk

MGPIX vs. IMIDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MGPIX
MGPIX Risk / Return Rank: 3535
Overall Rank
MGPIX Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
MGPIX Sortino Ratio Rank: 3535
Sortino Ratio Rank
MGPIX Omega Ratio Rank: 3232
Omega Ratio Rank
MGPIX Calmar Ratio Rank: 3737
Calmar Ratio Rank
MGPIX Martin Ratio Rank: 4141
Martin Ratio Rank

IMIDX
IMIDX Risk / Return Rank: 99
Overall Rank
IMIDX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
IMIDX Sortino Ratio Rank: 99
Sortino Ratio Rank
IMIDX Omega Ratio Rank: 88
Omega Ratio Rank
IMIDX Calmar Ratio Rank: 88
Calmar Ratio Rank
IMIDX Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MGPIX vs. IMIDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProFunds Mid Cap Growth Fund (MGPIX) and Congress Mid Cap Growth Fund (IMIDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MGPIXIMIDXDifference

Sharpe ratio

Return per unit of total volatility

0.73

0.17

+0.56

Sortino ratio

Return per unit of downside risk

1.18

0.39

+0.78

Omega ratio

Gain probability vs. loss probability

1.16

1.05

+0.11

Calmar ratio

Return relative to maximum drawdown

0.99

0.14

+0.85

Martin ratio

Return relative to average drawdown

4.27

0.35

+3.91

MGPIX vs. IMIDX - Sharpe Ratio Comparison

The current MGPIX Sharpe Ratio is 0.73, which is higher than the IMIDX Sharpe Ratio of 0.17. The chart below compares the historical Sharpe Ratios of MGPIX and IMIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


MGPIXIMIDXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.73

0.17

+0.56

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

0.11

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.28

0.49

-0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.59

-0.30

Correlation

The correlation between MGPIX and IMIDX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MGPIX vs. IMIDX - Dividend Comparison

MGPIX's dividend yield for the trailing twelve months is around 3.42%, less than IMIDX's 13.66% yield.


TTM20252024202320222021202020192018201720162015
MGPIX
ProFunds Mid Cap Growth Fund
3.42%3.42%0.91%0.00%3.26%1.47%2.69%0.00%0.00%0.00%0.00%0.00%
IMIDX
Congress Mid Cap Growth Fund
13.66%13.27%27.75%6.27%5.80%12.29%2.06%10.80%2.99%0.04%1.11%0.80%

Drawdowns

MGPIX vs. IMIDX - Drawdown Comparison

The maximum MGPIX drawdown since its inception was -54.61%, which is greater than IMIDX's maximum drawdown of -35.15%. Use the drawdown chart below to compare losses from any high point for MGPIX and IMIDX.


Loading graphics...

Drawdown Indicators


MGPIXIMIDXDifference

Max Drawdown

Largest peak-to-trough decline

-54.61%

-35.15%

-19.46%

Max Drawdown (1Y)

Largest decline over 1 year

-13.67%

-12.10%

-1.57%

Max Drawdown (5Y)

Largest decline over 5 years

-43.84%

-34.88%

-8.96%

Max Drawdown (10Y)

Largest decline over 10 years

-43.84%

-35.15%

-8.69%

Current Drawdown

Current decline from peak

-14.17%

-13.30%

-0.87%

Average Drawdown

Average peak-to-trough decline

-11.17%

-7.26%

-3.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

4.64%

-1.48%

Volatility

MGPIX vs. IMIDX - Volatility Comparison

ProFunds Mid Cap Growth Fund (MGPIX) and Congress Mid Cap Growth Fund (IMIDX) have volatilities of 7.03% and 6.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


MGPIXIMIDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.03%

6.85%

+0.18%

Volatility (6M)

Calculated over the trailing 6-month period

12.67%

13.52%

-0.85%

Volatility (1Y)

Calculated over the trailing 1-year period

21.82%

20.45%

+1.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.14%

21.12%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.16%

20.93%

+0.23%